The primary objective for the firm was, and still is, to provide needs-driven, independent financial solutions for our clients. Fintax prides itself on its high standard of client service which, like the financial solution designed for the client, is tailored to suit his or her needs. The firm has a stable and loyal client base, many of whom have been with the firm for 15 years or longer, reflecti
ng the importance we place on the building of long term relationships. The Fintax Service extends to all aspects of our clients’ financial affairs, if required, and is comparable with a private banking service. Each member of our staff is personally committed to delivering an immediate and seamless service at all times. Based on the needs analysis, portfolio recommendations are made, and once accepted these are implemented and checked to ensure accuracy of implementation. As a result of the sizable assets under management, Fintax has good relationships with the various product houses locally. In addition, we have established an enviable network of international firms with whom we have close working relationships. Fintax Consulting Group (Pty) Ltd (trading as Fintax Group) is registered with the Financial Services Board as a Financial Services Provider, License Number FSP642.
